Edward Jones - Financial Advisor: Kimber Smith

02/07/2026

If you’re retired or nearing RMD age, your withdrawal strategy matters more than you might think. From qualified charitable distributions to thoughtful Roth conversion planning, there may be ways to better manage required withdrawals and their tax impact.

During your working years, you likely built much of your retirement savings in tax-advantaged accounts such as a 401(k) or a traditional IRA.www.edwardjones.com/us-en

02/07/2026

When your career changes unexpectedly, a confident strategy can make all the difference. I’m here to guide you through potential financial options and support your next steps. Let’s talk.

01/07/2026

Does your financial strategy reflect your beliefs and priorities? As a financial advisor with the Certified Kingdom Advisor®️ designation, I work with individuals seeking to align investing and charitable giving with their values. Let’s connect if you’d like to learn more.

30/06/2026

We break down the latest Social Security Trustees Report – what's changed and our recommendations around focusing on what you can control.

Social Security 2026 Trustees Report Released

29/06/2026

I help Dallas executives simplify complex compensation and tax strategies. Let’s talk.

Disclosure: Edward Jones and its associates do not provide tax advice.

29/06/2026

How should investors position amid today's competing market forces? Our Senior Economist James McCann dives into the fundamentals and explores what they might mean for portfolios in our latest Weekly Market Wrap: https://bit.ly/4eQoVl5

29/06/2026

Nearing retirement? I can help create an exit strategy that protects your business and your future. Let’s talk.

29/06/2026

I can help make wealth transfer simple for the people and causes you care about. Let’s talk.

28/06/2026

A 401(k) can be a powerful way to save for retirement, but it’s not the only option available. In fact, retirement strategies often work best when multiple tools are working together.

Learn more: https://bit.ly/4xScf5Z

27/06/2026

I’m proud to be part of a firm committed to helping families—both through thoughtful, personalized guidance and meaningful community support.

One of the ways we help support communities is through the Walk to End Alzheimer’s®️. It’s a powerful reminder that together, we can make a difference for families impacted by this disease. From funding research to supporting caregivers, every step counts.

If you’d like to join us for an upcoming walk, reach out to me or click this link to learn more: https://bit.ly/4xTPA9j

Contributing to a cause and participating in or volunteering for a charity or charitable event is a personal decision and completely voluntary.